Relationship Management

The Relationship Management team at Ultimus Fund Solutions is dedicated to maintaining and enhancing client relationships, serving as trusted advisors to investment funds and accounts. They leverage deep industry knowledge and leading technology to ensure superior client experiences across various fund types including mutual funds, private equity, hedge funds, and public plans. The team is responsible for understanding and addressing client needs, fostering long-term partnerships, and ensuring client satisfaction through comprehensive service offerings such as fund administration, accounting, compliance, and investor servicing.